Value template form fields

  • Release version: Zurich
  • Updated July 26, 2026
  • 1 minute to read
  • Field descriptions for the value template form, used when you create or edit a value template.

    Template details

    Field Description
    Template name A unique and descriptive name for the value template. This name appears in the list of templates and should clearly indicate its purpose.
    Value template category The categorization of the template based on its use case, for example, Productivity, Efficiency, Accuracy. Helps in organizing and filtering templates.
    Department The business unit or department associated with the value template. This helps in aligning the template with organizational goals.
    Description A brief explanation of what the value template does, including its purpose and how it contributes to measuring value.

    Calculation builder

    The calculation builder defines the formula: Productivity = Usage × Time × Quality.

    Field Description
    Persona The user role for whom the value is calculated, for example, Agent, Requester.
    Usage The usage indicator for the AI system.
    Time value type The type of time-based metric used in the calculation, for example, Constant or Indicator. Choose a value that aligns with your performance goals.
    Time constant (in minutes) A fixed time value in minutes, used when Time value type is Constant. Useful for comparisons or normalization.
    Time indicator An indicator that provides the time value. Used when Time value type is Indicator.
    Quality type How the quality factor is provided: Constant, Indicator, or Quality Score. Quality Score is available when the AI Evaluations plugin is active.
    Quality constant (in %) A fixed quality percentage. Used when Quality type is Constant.
    Default quality constant (in %) A fallback quality percentage used when a quality score is unavailable. Used when Quality type is Quality Score.
    Quality indicator An indicator that provides the quality value. Used when Quality type is Indicator.

    Calculation overview

    Field Description
    Instance The instance where the value template is applied. This field is useful for managing value templates across instances.
    Note:
    You can validate a formula in a non-production instance before publishing it to a production instance.